Note: Kickserv does not have a service to design or program your custom template, but we do provide you with multiple sample templates and all the Liquid code you or a web designer need to design your template.

Available Objects

The following are the available objects for use in custom templates. To learn all the details on how to use these fields, please refer to the excellent Liquid for Designers guide.

Account
Charge
Contact
Employee
Event
Item
Job
Note
Signature
Time Entry

Note on URL linking:

To automatically create links for URLs that are contained in liquid tags (ex. A job charge containing a URL to a product page or description), be sure that the HTML element containing the liquid tag has a class of autolink. Auto-linking is enforced on HTML views of the documents in the self-service area. PDFs are not auto-linked.

For example: <td class='autolink'> {{ job_charge.description }} <td>

Template Samples

Invoice (Service)
Standard Invoice with customer service address only

Invoice (Billing)
Standard Invoice with customer billing address only

Invoice (Service & Billing)
Standard Invoice with customer service & billing addresses

Old Style" Invoice
Invoice formatted to match old Kickserv design

Invoice for Windowed No. 10 Envelopes
Standard Invoice formatted for windowed No. 10 envelopes

Estimate (Service)
Standard Estimate with customer service address only

Estimate (Billing)
Standard Estimate with customer billing address only

Estimate (Service & Billing)
Standard Estimate with customer service & billing addresses

Old Style" Estimate
Estimate formatted to match old Kickserv design

Estimate for Windowed No. 10 Envelopes
Standard Estimate formatted for windowed No. 10 envelopes

Work Order (Service)
Standard Work Order with customer service address only

Work Order (Billing)
Standard Work Order with customer billing address only

Work Order (Service & Billing)
Standard Work Order with customer service & billing addresses

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